Pure Portfolios Holdings’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Pure Portfolios Holdings’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$200K	Buy	+2,925	New	+$197K	0.06%	103

Other funds holding ISCV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VCS

Vaughan & Co Securities Ridgewood, New Jersey $214M AUM 27.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pure Portfolios Holdings's ISCV Position: Q4 2025 in Review

Pure Portfolios Holdings opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2025: 2,925 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings.

135 funds tracked by Wall St. Rank hold ISCV as of Q4 2025.

Pure Portfolios Holdings held 2,925 shares of iShares Morningstar Small-Cap Value ETF worth $200K as of Q4 2025.
iShares Morningstar Small-Cap Value ETF was a new Pure Portfolios Holdings position in Q4 2025.
iShares Morningstar Small-Cap Value ETF made up 0.06% of Pure Portfolios Holdings's portfolio in Q4 2025, its #103 holding.
135 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.